Rolling Over Annual State Returns in W-2/1099
- Select the Rollover Manager tab.
- Click the2016 Returns tab.
- Select the Not Rolled Over filter.
-If no state payroll returns are listed, click Browse on the tool bar and then navigate to the folder in which last year’s returns are located. Click OK.
- Select the state return or returns to be rolled over by checking the box to the left of the return name.
- Check the Marked Returns filter and verify you have selected the correct returns.
- On the toolbar, click Rollover.